Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$946B
AUM Growth
+$18.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,138
New
Increased
Reduced
Closed

Top Buys

1 +$13.3B
2 +$13.3B
3 +$4.76B
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.43B
5
AAPL icon
Apple
AAPL
+$2.51B

Sector Composition

1 Technology 13.23%
2 Financials 7.73%
3 Healthcare 7.49%
4 Industrials 5.77%
5 Consumer Discretionary 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4101
$1.43M ﹤0.01%
146,391
+10,000
4102
$1.43M ﹤0.01%
29,506
-9,193
4103
$1.43M ﹤0.01%
80,714
+1,765
4104
$1.43M ﹤0.01%
105,298
+47,487
4105
$1.43M ﹤0.01%
+12,095
4106
$1.42M ﹤0.01%
69,859
-14,754
4107
$1.42M ﹤0.01%
145,257
4108
$1.41M ﹤0.01%
3,778
+936
4109
$1.41M ﹤0.01%
19,365
+15,944
4110
$1.41M ﹤0.01%
58,600
+6,929
4111
$1.41M ﹤0.01%
18,392
-29,918
4112
$1.41M ﹤0.01%
299,348
-101,608
4113
$1.41M ﹤0.01%
42,706
-37,631
4114
$1.41M ﹤0.01%
+142,339
4115
$1.41M ﹤0.01%
159,562
-55,218
4116
$1.41M ﹤0.01%
22,039
-12,197
4117
$1.41M ﹤0.01%
42,658
-19,858
4118
$1.41M ﹤0.01%
43,704
-26,229
4119
$1.4M ﹤0.01%
37,912
-11,397
4120
$1.4M ﹤0.01%
142,440
4121
$1.4M ﹤0.01%
137,622
-38,727
4122
$1.4M ﹤0.01%
115,814
+5,913
4123
$1.4M ﹤0.01%
142,074
4124
$1.4M ﹤0.01%
49,956
-60,793
4125
$1.4M ﹤0.01%
31,224
-12,994